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Choose the right roles and permissions for Colleagues
Choose the right roles and permissions for Colleagues

Learn about the difference between a Member, Editor, Team Administrator and Company Administrator.

Updated over a week ago

In SweepBright you can invite colleagues and give them a role. You can also assign them to one or multiple Teams.

💡Reminder: Teams are a way to organise Properties and Contacts. For example: a person in Team Liège will not see the Properties and Contacts for Team Gent.

But what is the difference in terms of editing, viewing and other rights?

Short version

  • Company Administrator: is the main administrator of the SweepBright account. This can be one or more people, but should be limited only to people who have the right to manage everything.

  • Team Administrator: is the administrator of one or more specific Teams. Typically a sales manager or regional boss. Colleagues with this role have all read and write rights for the Teams they are part of. They can also manage all Team Settings and invite new Colleagues to their Teams.

  • Editor: can manage all Properties and Contacts in their Teams. Typically an assistant.

  • Member: is the standard role of a Colleague. This person can only manage the Properties or Contacts they are assigned to. They can see all the Properties and Contacts in their Teams.

Details about permissions per role

Member (default)

Members are the default role. When you invite new Colleagues, they automatically have the Member role.

A Member can:

  • See all Properties and Contacts in their Teams

  • Edit all Properties and Contacts they can see, if they are the assignee of that Property or Contact

  • Manage Activities, Offers, Visits, Publications, Matching and Sales Reports, if they are the assignee of that Property or Contact

Editor

An Editor can do everything a Member can do.

On top of that, they can:

  • Edit all Properties and Contacts they can see

  • Manage Activities, Offers, Visits, Publications, Matching and Sales Reports for all the Properties and Contacts they can see

Team Administrator

A Team Administrator can do everything an Editor can do.

On top of that, they can:

  • Manage Team Settings, Legal Entities, Location Match Templates, Geographic Zone Templates, Property Description Templates and E-mail Templates for their Teams only

  • Invite Colleagues to their Teams only

  • Promote Colleagues to Editor or Team Administrator for their Teams only

Company Administrator

A Company Administrator can do everything a Team Administrator can do.

On top of that, they can:

  • Create Teams

  • Manage Team Settings, Legal Entities, Location Match Templates, Geographic Zone Templates, Property Description Templates and E-mail Templates for any Team

  • Invite Colleagues to any Team

  • Promote Colleagues to Editor, Team Administrator or Company Administrator

  • Manage Company Settings, Subscription & Invoicing

  • Manage Publication Channels

  • Manage Automations

  • Manage Generic Leads

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